Otavio (Tavi) Costa(@TaviCosta):We are in a new era of global central bank policy divergence. The rest of the world appears to have significantly more room to tighten financial conditions than the US. That divergence is likely to act as a major driver of further dollar weakness. All of this is unfolding with the US Dollar index sitting near a key historical resistance level. To me, this feels like a line in the sand. It’s a matter of time before the dollar starts to move meaningfully lower, in my view.

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

가입 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.04.30 21:19

We are in a new era of global central bank policy divergence. The rest of the world appears to have significantly more room to tighten financial conditions than the US. That divergence is likely to act as a major driver of further dollar weakness. All of this is unfolding with the US Dollar index sitting near a key historical resistance level. To me, this feels like a line in the sand. It’s a matter of time before the dollar starts to move meaningfully lower, in my view.